RWA

Redmont Wealth Advisors Portfolio holdings

AUM $51.3M
1-Year Est. Return 5.28%
This Quarter Est. Return
1 Year Est. Return
+5.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.3M
AUM Growth
+$8.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$474K
3
+$418K
4
EZPW icon
Ezcorp Inc
EZPW
+$398K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$389K

Top Sells

1
+$717K
2
+$529K
3
+$411K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$408K
5
BX icon
Blackstone
BX
+$370K

Sector Composition

1 Financials 23.66%
2 Communication Services 6.53%
3 Industrials 6.37%
4 Utilities 5.33%
5 Healthcare 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$701K 0.82%
4,198
-197
27
$689K 0.81%
5,200
28
$658K 0.77%
2,745
+445
29
$643K 0.75%
1,500
30
$614K 0.72%
12,000
31
$607K 0.71%
4,000
32
$599K 0.7%
3,707
+100
33
$599K 0.7%
18,857
+3,710
34
$597K 0.7%
15,161
35
$595K 0.7%
10,900
-96
36
$593K 0.7%
10,100
-2,140
37
$575K 0.67%
76,447
+19,667
38
$568K 0.67%
2,132
+90
39
$558K 0.65%
9,000
40
$553K 0.65%
17,073
+2,041
41
$542K 0.64%
46,594
+6,150
42
$537K 0.63%
16,360
-685
43
$533K 0.63%
+27,001
44
$533K 0.63%
10,000
45
$522K 0.61%
3,435
46
$514K 0.6%
2,800
47
$496K 0.58%
4,498
+318
48
$486K 0.57%
2,890
49
$477K 0.56%
2,165
50
$467K 0.55%
45,489
+10,042
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